Global Retirement Partners’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93K | Buy |
+73
| New | +$4.93K | ﹤0.01% | 2911 |
|
|
2024
Q4 | $4.92K | Buy |
+72
| New | +$4.92K | ﹤0.01% | 2689 |
|
|
2023
Q4 | – | Sell |
-174
| Closed | -$9.22K | – | 3468 |
|
|
2023
Q3 | $9.22K | Hold |
174
| – | – | ﹤0.01% | 1985 |
|
|
2023
Q2 | $9.98K | Hold |
174
| – | – | ﹤0.01% | 1963 |
|
|
2023
Q1 | $9.23K | Sell |
174
-337
| -66% | -$17.9K | ﹤0.01% | 1950 |
|
|
2022
Q4 | $27.2K | Buy |
511
+2
| +0.4% | +$106 | ﹤0.01% | 1349 |
|
|
2022
Q3 | $28K | Buy |
+509
| New | +$28K | ﹤0.01% | 1247 |
|